Pilot Services
We began working with crew-member families from major U.S. airlines in 1996. The Principals at ACT Wealth Management believe that building a client relationship starts with a face to face meeting, regardless of where you live. Below is a comprehensive list of services we provide to pilot families.
- In-home, complimentary pre-retirement and post-retirement counseling
- Review of Airline Retirement Medical Insurance, Defined Contribution, and Defined Benefit calculations
- Early vs. normal retirement analysis
- Complimentary portfolio analysis
- Comprehensive investment proposal and fee schedule
- Consolidated relationship overview
- Consistent and proactive communication
- Online account access
- Monthly consolidated statements
- Client web-based access to portfolio performance and asset allocation
- Quarterly reviews
- Annual financial modeling analysis
- Beneficiary/family survival planning and assistance
- Roth IRA conversion analysis
- Age 70 1/2 distribution planning